HubSpot Sales Hub Tools Fundamentals - - Greenville HUG
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HubSpot is full of tools designed to help sales reps move faster. As a sales manager, one of the most helpful things you can do for your team is make sure these tools are set up and ready to go. You'll learn how to use each sales tool to implement them into your process today, start increasing efficiency, and drive better results.
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HubSpot Sales Hub Tools Fundamentals - - Greenville HUG
- 1. HubSpot Sales Hub Tools Fundamentals Greenville HUG
- 2. Let's Connect linkedin.com/in/egarciavaz boundify.io/demand-gen-studio EMILIO GARCIA Managing Partner, Boundify Greenville HUG
- 3. Table of Contents ● Introduction ● Email Templates ● Documents ● Snippets ● Meeting Greenville HUG
- 4. In this lesson, we'll learn how to use each sales tool so that you can implement them into your process today, start increasing efficiency, and drive better results. Today… Greenville HUG
- 5. As a sales manager, one of the most helpful things you can do for your team is make sure these tools are set up and ready to go. Sales Hub is full of tools that are designed to help sales reps move faster. Greenville HUG
- 6. ● Email Templates ● Documents ● Snippets ● Meetings There are three key tools that will help your reps send relevant content to their prospects faster. Greenville HUG
- 7. Email templates provide a standard structure for every email that automatically populates the subject line and body of the email. Email templates remove friction from your sales process by giving your reps quick access to premade emails that can be tailored to the needs of a specific prospect. Email Templates Greenville HUG
- 8. A repository for sales documents that gives you visibility into who views what and for how long. You can add documents into templates much the same way as you add personalization tokens and meeting links, or you can add placeholder tokens to remind your reps to share a piece of content that's relevant to the person they're emailing. Either way, you'll be empowering your reps to send out the content that will be most relevant to their prospects. Documents Greenville HUG
- 9. A tool where you can quickly add commonly used phrases or paragraphs to many places in HubSpot. We can insert our snippet into the middle of it using the shortcut. Snippets also work in notes, calls, and tasks Snippets Greenville HUG
- 10. Greenville HUG Simplifying Your Appointments With Meetings Meetings is a tool that gives your prospects the power to book time directly on their rep's calendar. Once a meeting link is created, there are a lot of different tools you can combine it with inside of HubSpot. There are many other places you can use meeting links throughout HubSpot. You can create email templates that will automatically insert the sender's meeting link. And if you put a template like that into a sequence, the sequence will terminate if the recipient books a meeting. You can create chatbots that book meetings with website visitors, or you can embed a meeting page right on your website.
- 11. And of course, you can report on all these things using HubSpot reporting. But start small. Make sure everyone on your sales team has their own meeting links and encourage them to share those links with interested prospects. From there, you can build up to having meeting links in the places where interested buyers are most likely to find them Greenville HUG
- 13. Whether it’s your first time using this product, or you’re looking to build up your skills around it, we’ve got the best resources for you to get started. Education: Help Articles: ● Use Meetings ● Use Snippets ● Use Documents ● Use Templates Getting Started ● HubSpot: Meetings Product Page Greenville HUG
Editor's Notes
- Every template needs three things: A name, a subject, and a body. The name is only used internally. Your contacts will never see the template name, so feel free to call it whatever makes the most sense for your internal processes. The subject will become the subject line for every email that gets sent using this template. Keep it short and relevant. You can add personalization tokens to the subject line if you want. Personalization tokens pull information from the relevant CRM records. Go to an example in HubSpot
- Go to an example in HubSpot To get to your documents, go up to the main navigation, and click "Sales," and then select "Documents" from the drop-down menu. This is the Documents page. Here, you can upload documents you want your team to be able to share. To do that, click the "Upload new document" button and find the file you want to upload. Once you've done that, the document will be added to this list. If you hover your mouse over a document and click the preview button, you can see what your prospect will see when they open a document that's shared with them. They're brought to this viewer here, where they can scroll through the document, and Sales Hub will keep track of which pages they view and how long they spend on each one. That way, you know exactly how engaged a prospect is with a particular piece of content.
- Let's take a look at how snippets work. To get to the Snippets page, go up to the main navigation, click on "Conversations," and then select "Snippets" from the drop-down menu. This is the Snippets page. To create a new snippet, click "Create snippet." Go to an example in HubSpot
- Go to an example in HubSpot